Upstate Accounting & Tax Services Ltd

Alison Stewart y Fonseca

Oct 29, 2024on

I've just relocated to NY and used the 5* ratings to make an app't with David. He spent quality time and listened carefully so I am actually (sort of!) looking forward to tax season next year! And as someone else noted, his grasp of financial issues is readily apparent by the clarity of his explanations and open attitude to fielding questions.

Mark Wolpert

Dec 16, 2023on

Professional and knowledgeable. Great communication and always available to address any questions or concerns.

Begmw

Nov 17, 2023on

I have been using this tax service for the past few years. The level of knowledge and care are by far above and beyond anything in could have ever expected. They do check ins throughout the year to help me navigate tax liabilities and give me advice to ensure my future. They are definitely rare find and definitely a 5 star company.

Mary Schell

Sep 27, 2023on

We have been using Upstate Accounting and Tax Services for several years now, and have always been thrilled with our results. David is an extremely caring person, who makes sure you understand the process from beginning to end. He also is there throughout the year if you have questions or need documentation. I highly recommend him for your tax needs.

Maureen

Apr 1, 2023on

This preparer has helped me with estate and personal taxes. We are planning to rectify previous years’ taxes in the near future. David is detail oriented, organized, and he thoughtfully explains difficult issues in a clear and respectful way.